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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $738 | $88,815-99.2% | $81,882-99.1% | $145,897-99.5% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 15.47% | 1033.75%-1018.3pp | 779.47%-764.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $160 | $4,647-96.5% | $4,323-96.3% | $6,689-97.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |